Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 812 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$29,504
+17.3%
2710.0%0.02%
+28.6%
Q1 2023$25,152
+24.6%
2710.0%0.01%
+27.3%
Q4 2022$20,187
+0.9%
2710.0%0.01%0.0%
Q3 2022$20,000
-9.1%
2710.0%0.01%
+10.0%
Q2 2022$22,000
-21.4%
2710.0%0.01%
-9.1%
Q1 2022$28,000
-9.7%
2710.0%0.01%
-8.3%
Q4 2021$31,000
+14.8%
2710.0%0.01%
+9.1%
Q3 2021$27,0002710.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders